See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,129 | $148,534+32.7% | $135,903+45.1% | $139,434+41.4% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 15.42% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,692 | $5,243+27.6% | $4,856+37.8% | $4,751+40.9% |
| Participant deferral / active EE | $10,659 | $8,100+31.6% | $7,758+37.4% | $6,710+58.8% |
| Admin fee / account holder | $86 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |